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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $380,592 | $175,259+117.2% | $149,723+154.2% | $139,487+172.9% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 14.92% | 166.82%-151.9pp | 134.50%-119.6pp | 373.84%-358.9pp |
| Employer contribution / active EE | $5,996 | $5,478+9.4% | $4,821+24.4% | $4,755+26.1% |
| Participant deferral / active EE | $7,982 | $6,522+22.4% | $5,682+40.5% | $6,713+18.9% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |